External catalogs (list page)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Procurement and sourcing > Common > Catalogs > External catalogs.

Use this page to create and activate access to external vendor catalogs. When you set permissions to access external vendor catalogs, users can order items and services directly from the vendor's catalog site.

Tasks that use this form

Set up an external vendor catalog

Key tasks: Maintain external vendor catalogs

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

External catalog

Add configuration data for a new external vendor catalog, activate or inactivate access to the catalog, and attach an image file for the vendor that can be displayed on the procurement site. You can also access related information such as the vendor list or the procurement category hierarchy, export the catalog list to Microsoft Excel, and view documents that are attached to the selected catalog.

Buttons

Button

Description

External catalog

Open the Maintain details for an external catalog form to set up configurations for a new external vendor catalog.

Edit

Open the Maintain details for an external catalog form in edit mode for the selected external vendor catalog.

Delete

Remove an external vendor catalog from the list.

Note

If an item from the external vendor catalog has been requested, the vendor catalog cannot be deleted. Instead, the vendor catalog is set to a status of inactive.

Activate catalog

Set the external vendor catalog status to Active so that it is available to be added to a procurement catalog.

An external vendor catalog can be set to a status of active before you have completed the configurations. However, you must complete and validate the external vendor catalog configurations before the external vendor catalog can be made available on the procurement site.

Inactivate catalog

Prevent the user from accessing the external vendor catalog from the procurement catalog. This action does not delete the external vendor catalog from the External catalog list page.

External catalog image

Open the Document handling form, where you can attach the image that you want to appear on the procurement site for the vendor’s external catalog. For example, the vendor’s logo.

All vendors

Open the All vendors list page to view vendor information.

Category hierarchies

Open the Category hierarchies form to view the procurement category hierarchy.

Procurement catalogs

Open the Procurement catalogs list page to view procurement catalogs.

Fields

Field

Description

Type

The type of external vendor catalog that you are configuring. Values include the following:

  • External with shopping cart - Users will return to their shopping cart on the procurement site in Microsoft Dynamics AX to check out and create a purchase requisition.

  • External without shopping cart - Users will check out and complete their transaction on the external vendor’s catalog site.

Catalog status

Indicates whether the vendor catalog is available to be added to the procurement catalog. A catalog must have a status of Active to be available to users on the procurement site.

Owner

The user who is responsible for adding and maintaining configuration data for the vendor catalog.

Vendor contact

The vendor contact for the external catalog.

See also

Maintain details for an external catalog (form)

External vendor catalogs overview

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).